Create and track your quotes with ease

Quote creation software is a specialized software solution that helps businesses create, send, and manage quotes.

With this software, which Qonto users can integrate into their business accounts, companies can quickly and efficiently create professional quotes that contain all relevant information: product details, prices, delivery, and payment terms.

Save valuable time by sending directly from the platform, auto-filling important fields, creating templates, and automating invoice creation.

A variety of quote-creation programs are available, often from spend management software vendors.

Below, we’ve put together a list of criteria you can use as a guide when comparing offerings. Which ones are ultimately relevant to you will depend primarily on what you need and what you’re using the software for.

• User-friendliness: The software should have an intuitive user interface that allows users to create quotes easily and efficiently without requiring extensive training.
• Customization: A good quoting software should be customizable enough to meet the company's specific needs and brand image. Incorporating company logos, color schemes, and specific content should all be possible.
• Scope of Functionality: It is important to ensure that the software has the necessary features to cover the entire quoting process. This includes, for example, the ability to manage products and prices, insert legal terms, and support multiple languages.
• Integration: The software should be able to integrate with the company's existing IT and accounting system, i.e., connect to the respective accounting software (see Integrations and Partnerships).
• Reporting and Analysis: Sufficient bid software should provide bid tracking capabilities to provide information on the success of bids and customer responses.
• Security: Since bids often contain sensitive information, it is important that the software provide security mechanisms such as encryption and access control.
• Cost: While price should not be the main consideration when making a purchase, it does play an important role. When comparing prices, pay attention to any hidden additional costs.

Good quotation software offers several functions to create professional quotations and send them in a time-saving manner.

First of all, completing the quote with a software solution like Qonto's is structured and simple: the respective data only needs to be entered or selected in the mandatory fields, and the quote is created in the document automatically, displayed in an appealing and professional design.

You can also personalize your offer: choose your preferred design from a range of templates and set the colors yourself. Add your company logo and other elements as needed.

This personalized template will be saved and used automatically when you create further offers - unless you change your design again.

In addition, you can of course customize your offers to suit your customers, for example, if there are industry-specific requirements.

You can then send the offer directly from the software to your customers.

The same offer can be sent to several customers. If several quotations are sent to one customer, the data is already automatically transferred after the first quote is created.

In addition, Qonto's quotation software offers quotation tracking functions to monitor customers’ payment status. This makes it easier to keep track of open quotes.

Once a quote has been accepted, you can turn it into an invoice with just a few clicks and send it from the same platform.

Afterward, the settled invoices are saved for accounting. This way, the invoices are automatically assigned to incoming payments. ´

Qonto's quoting software is included in all price plans at no additional cost. The Basic Plan, however, does not include this feature.

It goes hand in hand with invoicing software, which allows for simplified invoicing and enables more efficient management of incoming invoices. It also makes it easier to deal with open invoices, for example through automated payment reminders.

Qonto’s various plans can be viewed here, with an overview of prices and features included. Monthly fees start at 9 euros for the Basic Plan, and from 19 euros for the Smart Plan (both when paid annually).

The plans are transparent, which means there are no hidden additional costs.

There’s nothing stopping you from creating your invoice manually with your own template after your customer has signed the estimate and performed the service. However, you’re more likely to make a mistake if you do your invoicing manually.

To save time and avoid tedious manual entry, we recommend using invoicing software that allows you to convert a quote into an invoice with one click.

With this solution, you can create your invoices faster and shorten your customers' payment terms.

If you already use a CRM, you should opt for an invoice module that is built into your CRM. This will perform the same functions as invoicing software while allowing you to manage your business from a single interface.

Qonto has developed an invoice management program that integrates directly with your business account. Increase productivity and simplify financial flow monitoring with the following features:

• Write quotes and invoices in minutes
• Track invoices waiting for payment and quotes before they’ve been released
• Automatically write reminders for unpaid invoices and send them to your customers
• Transfer your invoices and bank transactions directly to your accounting software, such as DATEV or Lexware Office.

Where they differ, however, is in price quote liability.

Quotes and estimates both provide information about the cost of products or services to potential customers. The main difference between them is this: a quote is legally binding, whereas an estimate is not.

A salesperson or service provider usually creates quotes. They have a concrete price for the product or service in question. If the customer accepts the offer, a legally binding contract is created between the parties. This means that the seller is legally obligated to fulfill the offer according to the terms laid out.

A quote, on the other hand, is an estimate of the expected cost of the product or service. Its purpose is to give the customer a rough idea of the expenses required. Often, a cost estimate lists the individual items in detail so that customers can understand the reason for the quote.

A cost estimate often serves as a basis for further negotiations. The final price may change at a later date, depending on additional requirements or variable costs.